Danielle Williams is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2026. In this position, she partners with employees to assist their clients in planning for the future with personalized strategies tailored to each client's unique needs. She emphasizes forming strong relationships and maintaining a deep level of trust with her employees. Danielle has extensive experience at Fidelity Investments, holding several roles since 2017, including Branch Leader, Benefits & Planning Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Risk Analyst through Veritude Temp Agency in 2015. Outside of her professional responsibilities, Danielle has interests in concerts, parenthood, puzzles, reading, theater, and traveling.

Robert Dulskis is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2019 and previously spent over a decade with Summit Financial Group Inc and Summit Brokerage Services Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Maurice Falls is a financial advisor at LPL Financial with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2025, he worked at The Vanguard Group and holds an active real estate license associated with North Group Realty. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Lauren Hall is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 license and three years of industry experience. Prior to joining UBS in 2021, she worked at BAE Systems, Central Boarding Academy, and Oshkosh Corporation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, providing a range of offerings including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, delivering research-driven, tailored investment strategies.

William Thomas is a financial advisor at UBS Financial Services in Charlotte, NC, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, Linden Thomas & Company Securities, and The Vanguard Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Edwin Garcia is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior experience includes roles at Bank of America since 2022 and Wells Fargo Clearing and Wells Fargo Advisors LLC from 2010 to 2022. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a broad range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Terrington Myles is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining LPL Financial in 2026, he worked at Principal Securities, Inc. and Principal Life Insurance Company. His background also includes roles at The Vanguard Group and Fidelity Brokerage Services, as well as involvement with youth organizations such as First Tee Central Carolina and Pro Skills Basketball. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services through its extensive network of investment adviser representatives.

Chase Greeson is a Planning Consultant at Fidelity Investments, where he focuses on enhancing and managing client relationships within the Financial Consultants' team. He works to effectively communicate with clients to address their concerns and complex issues, ensuring they receive priority attention and support. Chase has experience in several roles at Fidelity Investments, including Relationship Manager and Customer Relationship Advocate, positions he held prior to his current role. Before joining Fidelity, he gained experience as a Payroll Intern at Pendo.io. In his personal time, Chase has interests that include beach activities, fitness, food, golf, soccer, and traveling.

Robert Rollins is a CFP® professional with 33 years of experience in the financial industry, currently affiliated with LPL Enterprise. He has been with LPL Financial since 2013. In addition to his financial career, Rollins has served as a wrestling official since 1974. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios, combining advisory services with brokerage and insurance products on an integrated platform.

Ricardo Desoto II is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Outside of his advisory role, he serves as a board member of a nonprofit focused on youth and athletics. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses.

Madison Rosenberg is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley, Madison worked at Family Motors Too Inc and Fidelity Investments, and has served as a board member for the University of Tennessee Charlotte Alumni Chapter. Morgan Stanley Wealth Management provides advisory services to individuals and institutional clients, offering financial planning and estate planning strategies supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs through its extensive network of advisors.

Miosha York is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop financial plans tailored to their specific goals and needs. She works within a team dedicated to supporting clients and addressing their unique financial situations. Prior to her current role, Miosha served as a Relationship Manager at Fidelity Investments from 2023 to 2024. She holds a California Insurance License.

Matthew Dimitrijevs is a Financial Consultant at Fidelity, where he collaborates with clients to develop personalized financial plans that align with their goals. His work focuses on retirement planning, investment management, and assisting clients with various financial decisions, aiming to provide clear and approachable guidance. Matthew has held roles including Investment Consultant at Fidelity Investments from 2024 to 2025, Lead Financial Advisor at Pavlov Financial Group from 2023 to 2024, and Financial Services Representative at Northwestern Mutual from 2021 to 2022. His professional experience spans multiple facets of financial advising and client service. Outside of his professional work, Matthew has interests in food, football, golf, pets, and traveling.

Susan Johnson is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Wells Fargo Clearing and Advisors. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and provides both direct and corporate financial planning solutions.

James Dockins is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining LPL Financial, he worked at Adhesion Wealth and held various roles at educational institutions including The University of North Carolina at Charlotte and Appalachian State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and research.

Bradley Mondshane is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. He previously worked at Fidelity Brokerage Services for 12 years before joining LPL Financial in 2018, with a brief retirement period between 2017 and 2018. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with insights from in-house and third-party research.

Grace Anne Dangerfield is a Series 66-licensed financial advisor at UBS Financial Services with two years of industry experience. She has held prior roles at The Vanguard Group, Linville Ridge Country Club, First Citizens Bank, and State Farm. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Courtney Joyner is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has prior work history at Stanley Black and Decker and North Carolina State University. Outside of advisory work, she is a fitness instructor at Corepower Yoga in Charlotte, North Carolina. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, serving clients primarily in an advisory capacity.

Robert Tancredi is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Bank of America and Merrill Lynch. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Michael Feld is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 credential and with two years of industry experience. Before joining Morgan Stanley in 2023, he worked at Kilroys Sports Bar and Grill and was involved with Indiana University's Student Recreation Center. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, including tailored financial planning and a broad range of investment services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and research to support its advisory services.